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How to create sandbox using new Interface

Danish N. Profile Picture Danish N. 255

With the new license changes you can create multiple sandbox instances using the new interface. Even though you have the ability to create multiple instances; the process itself doesn’t seem to be intuitive.

Below are the following steps you will need to perform for creating a sandbox instance.

Ensure you already have at least one instance provisioned (Production or sandox). You’ll need this to copy to your new environment

  • Give appropriate name to your environment and select type as Production (don’t worry it wont be a production instance at the end of the steps). Click create environment

It may take up to 5-10 minutes to show your  new instance in the list

  • Select your instance – here you will notice the type is Common Data Service
  • Click “Edit” button
    • Change the instance type to Sandbox
    • Click save – this will take you to main list once it saves
  • Let’s now copy another CRM instance in this new instance
  • Select the instance you would like to copy into the new sandbox instance and click “Copy”
  • Select use old copy page (important – sometimes the new instances don’t show up in new interface)
  • Select you new sandbox environment from the Target list
    • Select appropriate copy method (Full or Minimal)
    • Change the name if you like
    • Change the URL is you want
    • Click Copy
    • Click Yes to start copy
  • Wait for a while for instance to copy – time depends based on how large the source database is.

While copy the instance may not appear sometimes in the list and that is normal

  • Once the copy is complete, you’ll notice that the instance type has now changed to D365 v9.0
  • Click Admin
    • Uncheck Enable Administrative Mode
    • Click Save

Hope this helps.


This was originally posted here.

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